Workflow help

When the normal workflow doesn't fit.

Most estimates follow one simple path. These are the practical exception paths for revisions, repeat requests, delivery problems, incomplete job information, and work that does not start in CompanyCam.

CompanyCam-connected estimates

Keep the same project and stay in control.

EZ-Est uses the project as the source of context and returns each finished estimate to that project. The safeguards below are designed to keep a correction or second request from becoming an accidental duplicate.

Request another estimate from the same project

You do not need to create a new CompanyCam project. Remove the Ready for Estimate label, wait for CompanyCam to save the change, and add the label again. EZ-Est treats that as a fresh request and adds the new PDF to the same project.

  1. 1Remove Ready for Estimate
  2. 2Wait until the label disappears
  3. 3Add Ready for Estimate again
  4. 4Review the new PDF in the project

The customer wants a scope change

Use the private revision link from the estimate review screen. Highlight the wording that needs to change, describe the intended replacement, and review the proposed revision before sending it. The original estimate remains part of the history.

  1. 1Open the private revision link
  2. 2Highlight only the affected wording
  3. 3Review the AI-proposed replacement
  4. 4Apply and review the revised estimate

The PDF is late or missing

First check the EZ-Est dashboard for the project status. A queued or running job is still processing. A failed job stays in Needs your attention, where you can safely retry it without creating a duplicate request.

  1. 1Open Dashboard
  2. 2Check the project status
  3. 3Read any Needs your attention message
  4. 4Retry only a failed run

The project information is incomplete

Add the missing customer, address, scope notes, photos, or pricing in the system where you normally keep it. Then request the estimate again. EZ-Est organizes documented information; it should not guess missing scope or silently invent pricing.

  1. 1Complete the project record
  2. 2Confirm the scope is documented
  3. 3Confirm pricing is available
  4. 4Request a new estimate

No CompanyCam?

Use the website path instead.

CompanyCam is optional. Add the customer, project details, scope, and line items directly in EZ-Est. Review the result, then download or share the PDF from the estimate screen.

Create an estimate

Additional documents

Use the right document for the right moment.

Estimates are live today. Contracts, change orders, exclusions, and liability waivers are part of the planned document workflow. Until those document types are released, keep them in your existing CompanyCam or business process and use EZ-Est for the estimate itself.

Explain the customer portal

Still stuck?

Keep the project details intact and tell us what happened.

Include the account email, CompanyCam project ID, approximate time, and what you expected to happen. Do not send access tokens or customer-sensitive information in a public message.

Open support